Insight Wealth Strategies, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,135 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 1.5%.

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Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$442,828
+13.2%
1,184
+4.1%
0.06%
+10.5%
Q1 2024$391,355
+12.5%
1,137
+1.6%
0.06%
+1.8%
Q4 2023$347,875
+0.9%
1,119
-11.6%
0.06%
-16.4%
Q3 2023$344,757
+11.2%
1,266
+15.5%
0.07%
+13.6%
Q2 2023$310,124
+13.4%
1,0960.0%0.06%
+9.3%
Q1 2023$273,386
+17.0%
1,0960.0%0.05%
+20.0%
Q4 2022$233,569
-4.3%
1,0960.0%0.04%0.0%
Q3 2022$244,0000.0%1,0960.0%0.04%0.0%
Q2 2022$244,000
-22.5%
1,0960.0%0.04%
-2.2%
Q1 2022$315,000
-10.5%
1,0960.0%0.05%
-8.0%
Q4 2021$352,000
+10.7%
1,0960.0%0.05%
+11.1%
Q3 2021$318,000
+1.3%
1,0960.0%0.04%0.0%
Q2 2021$314,000
+11.3%
1,0960.0%0.04%
+18.4%
Q1 2021$282,000
+1.4%
1,0960.0%0.04%
-19.1%
Q4 2020$278,000
+11.6%
1,0960.0%0.05%
+2.2%
Q3 2020$249,000
+12.7%
1,0960.0%0.05%
-6.1%
Q2 2020$221,000–1,096–0.05%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 281,221$46,761,35634.72%
Permanens Capital L.P. 518,897$86,282,00024.14%
Jentner Corp 175,370$29,161,00023.80%
Peninsula Wealth, LLC 270,255$44,934,00022.45%
Merit Financial Group, LLC 1,152,379$191,618,00020.95%
Mosaic Family Wealth, LLC 298,040$49,558,00020.44%
CAPITAL WEALTH MANAGEMENT, LLC 94,149$15,655,00016.73%
McIlrath & Eck, LLC 186,577$31,024,00016.38%
Cable Hill Partners, LLC 294,683$49,000,00016.06%
Cornerstone Management, Inc. 207,874$34,565,28915.83%
View complete list of VANGUARD INDEX FDS shareholders